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Forbes Financial Planning

Latest statistics and disclosures from Forbes Financial Planning's latest quarterly 13F-HR filing:

Top 5 stock holdings are FBND, VCSH, IVV, VEA, VBR, and represent 41.83% of Forbes Financial Planning's stock portfolio.
Added to shares of these 10 stocks: VCSH, FLOT, AMZN, VBK, SPIB, DGRO, FENI, VBR, VTV, GLDM.
Started 2 new stock positions in AMZN, XLE.
Reduced shares in these 10 stocks: AAPL, XLK, GSLC, NEAR, PLTR, SLYG, SDY, FBCG, SPY, FVAL.
Forbes Financial Planning was a net buyer of stock by $2.3M.
Forbes Financial Planning has $173M in assets under management (AUM), dropping by 1.20%.
Central Index Key (CIK): 0001911316

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Portfolio Holdings for Forbes Financial Planning

Forbes Financial Planning holds 38 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	9.6	$17M		366k	45.62	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	9.4	$16M	+5%	205k	79.27	View chart
Ishares Tr Core S&p500 Etf (IVV)	8.7	$15M		23k	653.03	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	7.3	$13M	+2%	197k	64.08	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	6.8	$12M	+3%	54k	217.25	View chart
Fidelity Covington Trust Enhanced Intl (FENI)	6.3	$11M	+4%	294k	37.20	View chart
Ishares Tr Core Div Grwth (DGRO)	6.0	$10M	+4%	149k	70.18	View chart
Vanguard Index Fds Value Etf (VTV)	5.9	$10M	+3%	52k	196.20	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	5.2	$9.0M	+6%	30k	302.25	View chart
Spdr Series Trust State Street Spd (SPIB)	4.9	$8.5M	+6%	253k	33.54	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	4.5	$7.8M	+9%	152k	50.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	4.0	$7.0M	-3%	56k	125.13	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$6.8M		21k	320.82	View chart
Apple (AAPL)	2.9	$5.0M	-33%	20k	253.79	View chart
World Gold Tr Spdr Gld Minis (GLDM)	2.9	$5.0M	+6%	54k	92.69	View chart
Ishares Core Msci Emkt (IEMG)	1.8	$3.1M	+6%	44k	69.75	View chart
Spdr Series Trust State Street Spd (SLYG)	1.5	$2.5M	-2%	26k	96.62	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.1	$1.9M		2.9k	650.34	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	1.0	$1.7M		25k	69.40	View chart
Spdr Series Trust State Street Spd (SDY)	1.0	$1.7M	-2%	12k	145.94	View chart
Fidelity Covington Trust Blue Chip Grwth (FBCG)	0.7	$1.2M	-2%	24k	50.12	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$922k	-51%	6.9k	132.90	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$833k	-13%	16k	50.84	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.4	$761k		10k	73.64	View chart
Microsoft Corporation (MSFT)	0.4	$726k		2.0k	370.17	View chart
Amazon (AMZN)	0.3	$604k	NEW	2.9k	208.27	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.3	$591k		4.1k	144.72	View chart
Philip Morris International (PM)	0.3	$572k		3.5k	165.34	View chart
Spdr Index Shs Fds State Street Spd (SPEM)	0.2	$428k		9.1k	46.91	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$383k		877.00	436.79	View chart
Ishares Tr U.s. Utilits Etf (IDU)	0.2	$340k	+2%	2.9k	116.11	View chart
Amphenol Corp Cl A (APH)	0.2	$303k	+35%	2.3k	131.84	View chart
Visa Com Cl A (V)	0.2	$273k		904.00	302.24	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$273k		950.00	286.86	View chart
Southern Company (SO)	0.1	$232k		2.4k	96.52	View chart
Amgen (AMGN)	0.1	$226k		641.00	351.85	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$219k	NEW	3.6k	61.26	View chart
Palantir Technologies Cl A (PLTR)	0.1	$208k	-32%	1.4k	146.28	View chart

Past Filings by Forbes Financial Planning

SEC 13F filings are viewable for Forbes Financial Planning going back to 2021

Forbes Financial Planning 2026 Q1 filed April 17, 2026
Forbes Financial Planning 2025 Q4 filed Jan. 26, 2026
Forbes Financial Planning 2025 Q3 filed Oct. 28, 2025
Forbes Financial Planning 2025 Q2 filed Aug. 6, 2025
Forbes Financial Planning 2025 Q1 filed May 8, 2025
Forbes Financial Planning 2024 Q4 filed Feb. 11, 2025
Forbes Financial Planning 2024 Q3 filed Oct. 29, 2024
Forbes Financial Planning 2024 Q2 filed July 25, 2024
Forbes Financial Planning 2024 Q1 filed April 30, 2024
Forbes Financial Planning 2023 Q3 filed Nov. 8, 2023
Forbes Financial Planning 2023 Q2 filed Aug. 8, 2023
Forbes Financial Planning 2023 Q1 filed May 5, 2023
Forbes Financial Planning 2022 Q4 filed Feb. 14, 2023
Forbes Financial Planning 2022 Q3 filed Oct. 21, 2022
Forbes Financial Planning 2022 Q2 filed Aug. 15, 2022
Forbes Financial Planning 2022 Q1 filed May 13, 2022

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